NEW!
Prior-Year Refund Transfers
Turn prior-year returns
into new revenue
With Prior-Year Refund Transfers, eligible clients can pay tax prep fees directly from their refund, even on prior-year returns for 2024 and 2025.
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Available for Prior-Year 2024 and 2025 returns
Use Prior-Year Refund Transfers for added payment flexibility
Seamlessly offer Refund Transfers for the current tax year and
two prior tax years directly through MyTAXPrepOffice.
Serve more clients
Flexible payment option
Remove barriers
Built into your workflow
Help taxpayers who need to file multiple years of tax returns.
Get paid from eligible federal and/or state refunds.
Offer a solution for clients who can't pay upfront.
Prior-Year Refund Transfers integrated with MyTAXPrepOffice.
Have questions?
Want to learn more about Prior-Year Refund Transfers? Schedule a free demo to get answers to your questions and see MyTAXPrepOffice in action!
Our Trusted Financial Partners
We work with four trusted partners to give you the freedom and flexibility to find the best option for your clients.
Refundo offers an all in one tool for your office. They provide refund transfers, refund advances, a virtual tax business, marketing, and much more.
COMPLETELY INTEGRATED
Fast data entry and smooth data flow make doing bank products simple.
ONLY $15 / BANK PRODUCT
Lowest bank product fee in the industry to increase your bottom line.
4 FINANCIAL PARTNERS
Choose from four financial partners with integrated applications.
Bank products made simple and affordable
Bank products are a quick and easy way to add revenue to your tax season while giving your customers the option to pay tax preparation fees with their refund. MyTAXPrepOffice has the LOWEST BANK PRODUCT FEES in the industry. With us, your client pays only a $15 transmission fee per funded bank product*.
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Working with our trusted financial partners is easy. Financial product applications are built right into the software.
All information from the application flows directly into the return making it quick and easy to offer your clients the services they need most.
*NOTE: Customers in CT, IL, ME, or NY, please call 307.414.1211 for details on bank product fees in your state.
Simply choose a partner
Choose from four major financial institutions within the program.
Complete the application
Complete the bank enrollment application in just minutes.
Look for your approval
You will be notified of your enrollment on your Dashboard.
What are the benefits?
Bank products provide a variety of beneficial features to tax preparers and taxpayers:
• Attract new clients with additional service offerings
• Maintain a competitive edge in the market
• Clients can choose the disbursement option that's best for them
• Take the pressure off of clients by eliminating out-of-pocket cost
• Receive your fees directly from your client’s refund
• Eliminate collecting late payments or chasing after clients for
non-payment
Our bank product applications are integrated within the program, allowing fast data entry and smooth data flow. Grow your business today, and enjoy this easy payment solution for you and your clients.
Offer solutions to your clients
Stay competitive with the big box tax franchises by giving your clients a choice in how to receive their tax refunds.
Direct Deposit
Cashier’s Check
Pre-paid Card
Refund Advance
Clients may receive up to $6,000.
Hand clients a card before they leave your office.
Print checks directly from your office.
The refund is issued to your client's bank account.
Get Answers. Explore Options. Grow Your Services.
For Current MyTAXPrepOffice Customers
Get the most out of your bank product options with resources designed just for you:
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Solution Center – to get quick answers to the most commonly asked bank product questions.
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Training video library – for step-by-step tutorials at your fingertips.
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Customer Success Specialists – call or chat for personal guidance on how to grow your business with bank products.
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Bank partners – visit our partners online to get in-depth details on the financial products available to you.
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For Prospective Customers
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Looking to expand your services with bank products? See how easy it is with MyTAXPrepOffice.
Request a free demo by calling 307-414-1211 or by filling out the demo request form and let one of our experts walk you through how to seamlessly add financial products to your tax preparation business.
1 Prior-year Refund Transfers are available through participating financial institutions and are subject to enrollment, approval, eligibility, and program requirements.
Refund Transfer is a deposit product offered by Green Dot Bank, Member FDIC, that enables authorized amounts to be deducted from taxpayer’s refund, with the remaining balance then paid to the taxpayer. Fees apply. Refund Transfers are not loans. Tax refund and e-filing are required to receive Refund Transfer. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.